For a select group of professionals, pre-retirees, and retirees we provide a holistic approach to financial planning and wealth management to help people safely grow their money for a secure retirement. Today people are living longer than ever before. To ensure the greatest chance of not out living your retirement savings, focusing on your financial plan is vital.
There are many components to retirement planning that the right advisor can help you manage. Asset allocation is the process of selecting a mix of asset classes that closely matches an investor's financial profile in terms of their investment preferences and tolerance for risk. A comprehensive financial plan that considers all areas of planning can be the difference between failure and success.
There are many components to retirement planning that the right advisor can help you manage. Asset allocation is the process of selecting a mix of asset classes that closely matches an investor's financial profile in terms of their investment preferences and tolerance for risk. A comprehensive financial plan that considers all areas of planning can be the difference between failure and success.
Services
Our process is one of selecting a mix of investments and asset classes that closely match an investor's financial profile in terms of their investment objectives and tolerance for risk. Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
We are an independent financial planning and investment management firm focusing on accumulation, preservation and transfer of wealth for individuals, families, and businesses. Providing you with financial solutions and servicing your planning needs is the foundation of our success.
Mr. Clifford Michaels, principal of our firm, and a Certified Financial Planner, has lectured widely on financial topics and has taught finance at St. John's University and Baruch College.He has appeared in many publications such as Barron's, Newsday, the Wall Street Digest, Money Magazine, Smart Money, Dow Jones Newswire, and has appeared on TV55, CNN, and CNBC.
Mr. Clifford Michaels, principal of our firm, and a Certified Financial Planner, has lectured widely on financial topics and has taught finance at St. John's University and Baruch College.He has appeared in many publications such as Barron's, Newsday, the Wall Street Digest, Money Magazine, Smart Money, Dow Jones Newswire, and has appeared on TV55, CNN, and CNBC.
This Code of Ethics is an expression from Clifford Michaels at Institutional Investment Advisors Corp. recognizing its responsibilities to the public, to clients, to colleagues, and to employers. These principles apply to all Institutional Investment Advisors Corp. (IIAC) members and provide guidance to them in their professional services.
Our goal is to help individuals make money and preserve their assets without taking excessive risk. We listen, then we lead using a proven 5-Step Wealth Optimization Process for helping people accumulate and distribute wealth. Each client's situation is unique, we take the time to get to know you, your family, your lifestyle and your career goals.
Our process is one of selecting a mix of investments and asset classes that closely match an investor's financial profile in terms of their investment objectives and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
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